Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 545 institutions that hold shares in the stock, with a total of 24.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
3,550
shares
|
$206,787
0.09% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,481
shares
|
$202,768
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,425
shares
|
$199,506
0.02% of portfolio
|
Q4 2023
Added 4.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,335
shares
|
$194,263
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,173
shares
|
$184,827
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,055
shares
|
$177,953
0.14% of portfolio
|
Q1 2025
Added 67.4%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,998
shares
|
$174,633
0.0% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,953
shares
|
$172,012
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,883
shares
|
$167,934
0.03% of portfolio
|
Q2 2020
Added 3.09%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,645
shares
|
$154,071
0.1% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,475
shares
|
$144,168
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
2,458
shares
|
$143,178
0.05% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,395
shares
|
$139,508
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
2,375
shares
|
$138,343
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,370
shares
|
$138,052
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,325
shares
|
$135,431
0.0% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,300
shares
|
$133,975
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,249
shares
|
$131,004
0.0% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,225
shares
|
$129,606
0.01% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,215
shares
|
$129,023
0.02% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,190
shares
|
$127,567
0.15% of portfolio
|
Q4 2022
Reduced 8.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,173
shares
|
$126,577
0.01% of portfolio
|
Q2 2025
Added 284.6%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,040
shares
|
$118,830
0.0% of portfolio
|
Q1 2024
Added 334.04%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,000
shares
|
$116,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$116,500
0.03% of portfolio
|
Q1 2024
Added 400.0%
|